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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,393 | $22,602-93.8% | $65,566-97.9% | $75,173-98.1% |
| Participation rate | 70.3% | 63.1%+7.2pp | 64.9%+5.3pp | 67.2%+3.1pp |
| Annual return | 220.03% | 71.13%+148.9pp | 47.40%+172.6pp | 160.72%+59.3pp |
| Employer contribution / active EE | $777 | $941-17.5% | $1,692-54.1% | $2,671-70.9% |
| Participant deferral / active EE | $1,704 | $1,695+0.5% | $2,832-39.8% | $4,126-58.7% |
| Admin fee / account holder | $287 | $1,877-84.7% | $4,114-93.0% | $5,651-94.9% |